Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$35.2M
3
+$31.5M
4
USB icon
US Bancorp
USB
+$30.7M
5
MRK icon
Merck
MRK
+$30.6M

Top Sells

1
+$37.1M
2
+$36.5M
3
+$32.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$30.8M
5
NLSN
Nielsen Holdings plc
NLSN
+$26.4M

Sector Composition

1 Technology 15.25%
2 Industrials 11.86%
3 Healthcare 11.26%
4 Consumer Discretionary 9.73%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$206K ﹤0.01%
3,150
1152
$206K ﹤0.01%
+4,026
1153
$203K ﹤0.01%
26,123
+9,345
1154
$203K ﹤0.01%
7,100
-804
1155
$203K ﹤0.01%
+1,710
1156
$202K ﹤0.01%
8,205
1157
$201K ﹤0.01%
15,463
1158
$201K ﹤0.01%
+4,188
1159
$200K ﹤0.01%
+18,214
1160
$197K ﹤0.01%
36,238
1161
$197K ﹤0.01%
+2,544
1162
$195K ﹤0.01%
13,233
1163
$192K ﹤0.01%
69,050
+21,686
1164
$191K ﹤0.01%
51,093
+17,678
1165
$182K ﹤0.01%
37,997
-1,083
1166
$178K ﹤0.01%
13,358
+1,466
1167
$173K ﹤0.01%
+10,240
1168
$173K ﹤0.01%
4,377
-35
1169
$173K ﹤0.01%
+11,798
1170
$167K ﹤0.01%
16,672
+6,327
1171
$163K ﹤0.01%
22,774
1172
$161K ﹤0.01%
10,939
-100
1173
$161K ﹤0.01%
14,548
+1,353
1174
$160K ﹤0.01%
12,000
1175
$156K ﹤0.01%
25,781
+3,615
45 46
47
48 49